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Get Institutions for : 
Jpmorgan Us Momentum Factor Etf (JMOM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    14
Total shares held : 
5,963,433  
% of shares held : 
66.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
834,118  
% of shares held change : 
  9.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 283,513
 4.75%
 
Increased Positions :
26
 672,951
 11.28%
 
Unchanged Positions :
6
 3,933
 0.07%
 
Decreased Positions :
19
-122,205
-2.05%
 
Closed Positions :
1
-141
-0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARQ WEALTH ADVISORS LLC 7 *New 2024-03-31 170,756 $8,995,000 170,756
   GeoWealth Management LLC 150 *New 2024-03-31 45,702 $2,408,000 45,702
   WIN ADVISORS INC 25 *New 2024-03-31 38,355 $2,021,000 38,355
   Cetera Investment Advisers 1545 *New 2024-03-31 37,452 $1,973,000 37,452
   Professional Financial Advisors LLC 51 *New 2024-03-31 22,115 $1,165,000 22,115
   Patten Group Inc. 196 *New 2024-03-31 7,127 $375,000 7,127
   17 CAPITAL PARTNERS LLC 109 *New 2024-03-31 4,927 $260,000 4,927
   Fifth Third Securities Inc. 229 *New 2024-03-31 4,929 $260,000 4,929
   KC Investment Advisors LLC 146 *New 2024-03-31 3,834 $202,000 3,834
   Goss Wealth Management LLC 1922 *New 2024-03-31 2,734 $144,000 2,734
   WOODMONT INVESTMENT COUNSEL LLC 274 *New 2024-03-31 1,686 $89,000 1,686
   Sunbelt Securities Inc. 755 *New 2024-03-31 1,514 $80,000 1,514
   PNC FINANCIAL SERVICES GROUP INC 3908 *New 2024-03-31 70 $4,000 70
   CWM LLC 4056 *New 2024-03-31 16 $1,000 16

  14 Records found
  1    
  Page 1 of 1
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